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call the number on your screen. here's what to watch for tomorrow. well, "fast money" is coming up next. thanks very much for watching. have a great evening. live from the nasdaq marketsite, this is "fast money." i'm melissa lee. the dow moves just one point but don't let that fool you. big money put to work today and bet on a global recovery.

these traders give you the insight to trade along with the big boys. word on the street. movement at 3m, goldman sachs, adding that to the conviction buy list. can we believe into this because we've been calling for this for a long time. yesterday we talked about the global recovery and the ways to plays. is it the point it's now talked about too much? >> i don't think so. if we look at what happened this week, this week started with global production, pmis around the world soaring. i think people are looking at the ways you can play that and you're getting it in industrial metals. the follow-through yesterday in auto sales. but around the world auto sales are beyond expectations. no one is saying the auto recovery is in solve but pm, industrial metals, steel, ore, all of these things part of this industrial movement have been big this week. i think it is still a trade you can play. >> you mentioned at the top of the show, money is being put to work. i was a little concerned going into the first few days of

january. you had meredith whitney talking about goldman sachs, limited trading opportunities. today there was a lot of capital being allocated. it wasn't in the equity space, i acknowledge that. i think people are waiting for unemployment. i saw it in the futures space. heavy trading volumes today. oil, copper, gold, all the commodity names, lots of money going in there. the only thing that kind of derails that would be if the chinese central bank would have pulled back. >> so that's a big wild card there. pete, what do you think about the likes of a 3m or some of the steel stocks? steel stocks we've been talking about. >> we love those names. i'll jump into the steels. but today the story of the day really is 3m. you look at that stock and we group it as industrial. 3m is a diversified country. i talked to the fbr analyst who stood here in july talking and pounding the table on daniher but his favorite name was mmm, trading around 62 at the time now up toward 83. he thinks when you look at the

p/e presently where it is, about a 16 p/e, he feels it has to catch up 3% to the rest of the industry and talked about the early cyclicals. that's obviously hit. but then the defensive side, the health care side of 3m, that's next. the strength and ordwanic strength. for all those reasons 3m has the potential to get to the 105 level goldman sachs put on the constriction buy. >> would you invest with goldman sachs on this particular stock? is there something going on right now -- timmy pointed out earlier this week, we talked about globalized isms improving. are you getting more positive on names like 3m? >> i don't have a position on pm. i believe in the global growth story and seen it in names related -- oil field services names really strong today. in fact, maybe a little too strong for rig, which we talked about. we sold some after the money calls because i want to take in some of the premium as the excite minute builds. taste feeling a little frothy. i want to hold on to the bulk of

the position but i feel like, maybe it's that phenomenon money just looking for a home even if it's not so much based on -- >> karen, i would say, also, the other part of that trade is there's a lot of commodity guys and a lot of these resource guys missed this trade last year. i think we also look what's going on in the first week of the year and you have the same dynamic. the dollar is somewhat weaker. i think we're going to see a continuation of that trade but i think there's a lot of money on the sidelines that needs to get into this. that's part of what we've seen. this week started very similar to the way last year started. >> don't say it. >> just throwing it out. as a small warning and caution to the wind because the first three days were a quiet tight range up about five points on the s&p and you actually had commodities and the resource names beginning to start to make a move. and then starting tomorrow or the fourth day, the bottom fell out. we're in a very different world, people. but it's something that we looked at today. our portfolio size and exposure-wise was very is similar a year ago today and we

had to have that conversation. >> i think it's a completely different world a year ago to today. what pete talked about with 3m. it's very important. i'll be looking at that stock. once you're past friday's unemployment data, i'll look and probably buy the stock. why? because they're so diversified. when you look at revenue breakdown by region, the united states somewhere in the mid 30s, latin america somewhere around 1 is%. in the middle east, europe and asia, it fits nicely, somewhere around the mid 20s. they have the diversification. >> great if 65% of your revenue comes from international. but if we believe we're in a rising interest rate environment, the dollar will strengthen in the united states, doesn't that become a drag -- >> but that's the big if, though. the fed, we talked about it at halftime. they kept the punch bowl intact. part of why this rally continues. because they told you they were 10-0 unanimous that rates are going to stay low for this extended period. the real debate are they going to add more to the mortgage buys

and asset backed buy. >> higher rates off the table and higher dollar? >> higher rates are off the table. the dollar has proven it can rally in a stronger growth environment. and i think when you look at the dollar relative to the other major crosses -- we've talked about the weakness inherent in the euro and japanese problems with their budget and debt. the dollar could rally against those. it will weaken against the emerging markets. >> i still like equities when you talk about the commodities plays. i'd rather not do the commodities. joe, you're an expert at it and that's why you do it. 99% of the world doesn't know -- >> no. not 99% of the world. >> people are not out there buying gold and copper and actual steel. but look at those equity names. we talked about the xme on monday and that big roll from the 45s to the 55s, at the time xme traded 54, today up to 57 p.5, pulled back to 57. encompasses all the names we

pound the table on every night. if you look for a direct way to play some of the names, freeport mcmoran, alpha natural, btu. some of the copper exposure as well. you don't want to get too caught up with the cost of copper. it's exploded. we talked about copper at 2.40. that wasng to be a huge number for freeport mcmoran. 3.40, it's off the charts. if copper pulls back that's not as bad for freeport as you think. the stock has traded at the earnings they're supposed to have. the earnings are going to be explosive. >> pedro, that's why you have to look at the futures. look at copper. just don't look at the tomb price. it tells you something about the global economic recovery. one of the major commodities, the first major commodities to shift from contango to back liquidation is copper. inventories are worked off, the front of the board strengthened

relative to the back. that tells you global economic recovery is real. >> i will say this. that chart is slightly deceiving because i sat on this desk for six months talking copper, copper, copper. everybody was we have to look at the price of gold. if you extend it back, copper outpaced gold every step of the way. this isn't the start of copper. copper was trading a buck and change. >> so did silver. >> in other words, it's the leading indicator and it has. so i think that's -- >> but is it near the high end? >> no. >> has copper already made that move? is there a little built of a play now the fact that copper is trading up at these levels. that should be a little scary. we're talking copper now when you look at the run it's made and normal levels, copper is at the upper ends of the range. >> wouldn't you sell some freeport? >> yes. i think you have to analyze and say there are times to take some profits. i still own freeport. i have not taken it off. probably a stupid trade, kind of like the morgan stanley.

i haven't bought the protection yet. >> still haven't bought it. >> listen to yourself. >> you have to wear go lalashes the rain. >> i have done trades to make sure i lowered my entry or gotten protection in other ways. when you look at freeport, i don't think you necessarily have to sell it but you want to protect it because you want to participate like we talked about last night in ford. you want to participate in the up side. volatilities, we didn't touch on it at the top, volatility got under 19. we're talking volatility at the lowest end in these names. volatility is at the lowest end. that's when you buy protection. >> what's interesting about the copper rally and you say it's a little spent as we say. the bottom line is you're starting to see that rotation into the other part of the metals scheme. the specialty metals. we talked about me being in jail yesterday. no stock has had me -- >> you brought it up. >> you got to be honest. we talk about everything. titanium and platinum and

palladium and specialty metals. ati, rti, tie, all names i owned over the past year because i believe the world is devoid of a lot of the metals or short of them. you need the industrial demand to get them going. that's kicked into high gear. all those stocks at 52-week highs and going higher. they're probably 20 of% to 30% -- >> as an aside before we leave this whole topic here, the why we spend so much time talking about this goldman sachs call because it was so bullish on the economic recovery because the conviction buy list outperformed and done quite well. in 2009, the conviction buy list up 30% on absolute basis and relative to the s&p 11% outperforming. that's why we talk about it. not just because they're goldman sachs but because the returns are actually there last year. >> to that point, i think that's why it's so important when we sit on the desk and talk about the analysts that are red hot -- i mean mark mahaney and google, it's hard to believe in google

at times. it's hard to believe in your favorite with the kindle. there are a lot of names out there that get pretty scary. but the analysts who have been right, you follow them. goldman sachs, their conviction buy list has been spot on and some of the rest of these analysts. munster with apple. piper jaffray has been phenomenal with apple. there are names you want to follow. >> speaking of google, today's market buzz kill because google really led tech lower after debut of the nexus one phone. kind of a dud. lots of hype. 52-week high in monday's session and after that downhill for google. >> we talked about it last night it might just be built into the price of the stock. clearly it was. the name we talked about last night, i didn't buy it, was palm. remember, if i buy it, the stock does not go up. so doing the viewers a favor by not buying it, it went up today. think there's opportunity there. >> we have a lot of stocks that ran up ahead of big product announcements. let's walk you through a couple. amazon, for instance, talking about a new kindle today ahead

of that. twl you go. kindle. kindle. all the way downhill. take a look at motorola. >> not so much. >> take a look at motorola after it announced its droid debut. you can see the stock run-up. and we put that fancy droid up there -- >> wasn't that the kindle? >> i don't know. use your imagination, finerman, come on. take a look at apple. >> that's how the market feels about them. >> take a look at apple because this illustrates it. >> that's very different. >> iphone debut. yeah, that's very different. so, yes, it can be built into the stock somewhat. but this could be a trading opportunity. >> i think it is. a classic buy. the rumors sell the news. i'm not a trader. that's clearly not my forte so i wouldn't be trading around google. i like google here with or without this phone taking off. i don't think that's what's driving the story. south of 60 o, which you'll get there by lunch tomorrow if this

path continues. i would adding to google. the long-term story is completely intact notwithstanding the phone. >> google has a cousin in china called baidu. they announced something that moved the market. a separate company run by a former executive of china mobile. baidu which had a couple of upgrades was the exciting story in the space. this is a case of being a step behind google in terms of their development, which is actually a very positive thing because a lot of that growth isn't priced in. people getting excited in the same way they bought into the quoog l growth. >> take a look at qualcomm on a pullback. this is the first entree with the smartphone. qualcomm finally steps into the game here. >> doesn't qualcomm, isn't it dependent on the popularity or the future popularity of the tablet, which nobody has seen yet? everybody is announcing a new tablet, but we don't have it. we don't know if consumers want it. >> but it is the perception of what it may be. >> when we've heard this, we heard this from the guys at

lenovo. the qualcomm chip is so powerful because it's efficient and allows all of these 3g and 4g enterprises to run. you don't need the tablet and don't need lenovo or whatever they're calling it -- >> it's absolutely about the cellular space. we talk about smartphones. qualcomm is the leading chip and provider to a lot of that technology. i think qualcomm has a lot of room to run it. all we do is talk about how smartphones increase market share. >> do the smartphones work in the joint? >> they give us a couple of things. don't give us that. they give us shampoo, nexus shampoo and a couple other things but no smartphone. >> we got a message on google. this one for karen. she's a shareholder. jim in austin, texas writes -- you said south of 600. anything more specific? if it's 599? >> that seems a good place. i'm not looking to trade around. if the price is right. sometimes -- maybe it's 600.o 1

because there's a floor there. to miss it for a buck, i wouldn't want to do that. you can't put that fine-tooth a comb on a $600 stock. really doesn't matter. if you like the story, then i would be back in the name. and i am. >> that's the key, i think, is don't get stopped out. clearly this person likes the stock. they want to know i got stopped out. don't get stopped out. put yourself some puts so you can get the stock if it bounces. if it falls apart you don't get kicked. >> what are the premiums like on google? >> the premium in dollar terms looks large, but you're talking about a $600 stock so you have to shrink everything down, move the decimal point over when you look at it that way. >> just to add one thing. if you do options like pete suggests, the january options will not work for earnings.

if you're in it for an earnings play, the earnings will come out after january expiration so you'd need to look to february for protection to earnings. let's move to the next trade. this market has gone basically nowhere this week. the reason behind the sideways trading, confusion about what friday's almighty jobs report will reveal about a fragile recovery. steve liesman, what are you hearing ahead the report? >> when i go to the racetrack and practice the science of handicapping, here's what i know. when there's no clear favorite in the race, there's money to be made for good horse players. let me just tell my friends at "fast money," there's going to be some trade on friday, because while there is a con sen just because mathematically you develop one with all the estimates, there is no conviction behind the consensus. let me show you the range in the first place here that is out there. positive 19, zero 8, negative 31. that's on the other side to the zero line. and the ranges are from minus 80

to positive the 59. let me show you some of the horses in this race here and what it is that they're banking on. what you have is you have, for example, ing bank is out there. economy.com. wrightson, goldman minus 25 and westpac holding up the bottom there at mine 80k. just some of the horses in the ray. what i'm hearing, there's a lot of data out there. most of it shows improvement in the job market. but does it show enough improvement to getd on the other side of zero? call that the finish line in this case. >> if you listen to the fed minutes today they're still very concerned about the labor minutes. but if you saw the ism numbers, the biggest part of this economy, service sector expanded and grew jobs. as you look at that, put your very capable economist halt on. does that give you reason to believe we're in a positive upswing, this isn't just the development we got exhausted on the downside? >> the trouble i have with that

is that in the first place, services is expanding. the trouble was the employment component inside of services showed that still contracting. on the other side of that, you had a very minor increase in the adp report for the services sector. then i have guess you've got to throw out the following, which is let's say we come in at positive 25. i think there's a good chance we are on the positive side of the zero line, not only for december but if revisions go the way they're going, november may be revised up to be positive. the question is how much conviction do you have that the jobs market turned around? where we are we had these incremental improvements. we may revise the early part of this year to show we were losing something line minus 900,000 jobs. we're down to zero. we're close. how much conviction do you have that we'll do robust hiring of 200,000 a month? >> thanks so much for your time and your analysis and metaphors. joe, what's your gut feel?

if there's no conviction there -- we're waiting for this report and everybody is split on where it goes. >> i think everyone is split on where it goes. the concerning thing to me is the federal reserve pulling back from the asset purchase program, specifically in the mortgage market. housing to me still seems weak. and i question whether they can actually pull out right now supporting the mortgage market. i think that would take private sector borrowing cost and you'd see a rise, a substantial one. that would have a negative impact on the economy. >> even if we knew the number today maybe up plus 30, we don't know how the market trades. people don't know how to interpret the data. is it weak? is the economy dead? >> i like the punch bowl. i'm a guy that likes a nice dip out of the punch bowl. >> obviously taken too many dips. >> let's see what's going around the floor today, shall we. gore, eat your heart out. only a few short weeks after the climate conference in copenhagen

and the headlines on global warming melting away making headlines about the coldest winter in 25 years. two businessmen even commissioned a frozen gore ice sculpture which features the nobel peace prize winner blowing smoke out of his mouth, i presume. adding insult to injury, the smoke isn't environmentally friendly. it is exhaust from a truck. is there, though, a way to trade these plummeting temperatures? commodities, guru, dennis gartman doing just that with the polar plays after this break. droids still the king of android after a nexus one miss but the growing arsenal on the way, the top oracle on whether the force is back with motorola. and the worst winlt they are a generation sending chills from chicago to shanghai. the "fast money" sees an opportunity. the commodities king on how to profit from the deep freeze. plus, it has our traders

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certainly it is a story that is gripping main street. a deep freeze sweeping across the nation, most of the world in fact. the latest report calling this the worst winter in 25 years. for an update, let's head over to alexandra steele live at the weather channel headquarters. what's it look like? >> hi, melissa. that is fair certainly for some portions of the country. 60% of the u.s., 180 million people will be impacted by this second arctic blast in as many weeks. let me give you a little perspective. here's a look as we head toward tomorrow. we're going to watch of course these temperatures anywhere from 10 to 20, even 30 degrees below where we should be. friday, 33 degrees below average in omaha. st. louis, similar scenario, almost 30. then we're going to watch this bleed south and east toward atlanta, georgia. so atlanta, too, getting 20 degrees below average. so a little historical perspective. you talked about 20, 25 years

perhaps. some more than that, some less than that. places like atlanta, georgia, which on thursday could see a little bit of snow. neglectable, perhaps, maybe an inch or so. but they've had 1 is 3 consecutive days with temperatures below 40 degrees. is that record breaking, no? but where we stand it's only five. yes, it's dramatically cold in birmingham, macon and montgomery but certainly not of historical natures. places like key west, record consecutive days below 65, six and we've seen five. >> this winter weather is around the world. we're hearing reports about china seeing deep freeze as well. >> absolutely. china, all the way in terms of europe as well. one of the coldest and the snowiest. give you a little perspective about beijing in terms of the temperature currently and a little climatological average. currently 5 degrees in china. it's early in the morning so it should be the low. the average in january high is

34, average low is 14. right now at about 14. >> they always lie about the numbers. you can't believe it. >> good line, finerman. alexandra steele, thanks so much for your report. we appreciate it. let's get more on how to trade this deep freeze. let's bring in the commodity king, dennis gartman, editor of the gartman letter. happy new year. i don't think i've seen you since it turned 2010. >> you've been lucky. >> now it's a very cold dennis. let's first talk about china, if you have will. we're hearing reports about metal production being affected by this. i mean, this is really going to impact, say, aluminum prices steel prices? >> you had a number of plants have to shut down in china. you actually had some shoulding down in other areas around the world. pipes burst, things break. it costs a lot more to keep factories moving. it costs a lot more to heat them up. yeah, you're getting shutdowns in a lot of areas around the world in metal production. this is going to bleed through

to the rest of the economy and creates shortages. >> are you investing on this, that stockpiles will be lower, there will be demand for a more limited amount of inventory out there? >> actually, i'm long of copper. if you think about the idea of having plants shut down, the demand for copper would ostensibly decline. i think what you're going to end up seeing is that activity will pick up in two or three weeks, but it's going to stay cold. you have to say that's going to continue. so rather than looking at copper prices as a trade, you have to go over and look at natural gas and distillates, you have to look at that area. >> what are you doing there? just straight up buying? >> well, i've been in this business a long time and i'm frightened of trading natural gasify tours. the real trade is natural gas. rather than trade nat gas, especially given the fact that it has a carrying charge incumbent, easier for me, simpler to own the nat gas trusts. i'll own those because i get to

be paid while i own them. interestingly enough, i get paid once a month to own them. pengrowth is one, san juan. those sorts of things. you get a stream of income while making an implied bet on higher prices for natural gas over the course of the next several weeks. >> i'm going to call you mr. freeze. how dow think coal and the ag names play in this as well? >> coal is -- hey, joe, good to see you, buddy. it's the same trade for all intents and purposes. we have to remember here in the united states, we generate more than half of our electricity from coal. mr. gore may not like that, but that's the harsh reality. it's the way around the world. and coal prices are starting to go up again, too. you ought to take a look at any of the coal stocks out there. arch, james river coal. those will probably start looking pretty strong. have been. >> dennis, thanks a lot for your time. we appreciate it. the trade on the weather. you like the grain. that's what you think about, crops? >> i think the first weather example we had -- i've been

talking about it for the last six months -- sugar. that's a weather response. supply disruption in the ag space is something that in some cases you can respond quickly. when ethanol starting growing in demand in 2008 and 2007, we started seeing corn being taken out and planted and at some point you had a supply response to this increased demand. long way of saying i think sugar will continue to rally and i do think that these supply disruptions are going to -- they're going to prime the pump long enough until the demand comes back. i think it's a dangerous combination. it's exactly what we saw in the oil sector when oil combined a growing demand with supplied disruption in 2008 we had 150 bucks in oil. >> it's a double win for coal because we've been talking about coal, pounding the table about steel and metallurgic coal. what else? the thermal coal. you get the double win because you have the thermal kicker. we talk about all these names and you've completely written off the thermal side of it. now a little something for something that you thought was nonexistent and that's the win.

>> move on to the next trade and talk about retail sales for the holidays. mastercard spending polls show holiday sales came in strong led by online jewelry as well as some of the luxury retailers and electronics names. so will tomorrow's same-store sales confirm the consumer was back in action this holiday season and did the cold weather keep shoppers from the mall. analyze this with kimberly greenberger from citigroup. for a lot of the areas, spending poll said did well. we knew that going into the season. are there any stocks that can still see an up side after this? >> we think so. tiffany and coach are two of the retailers we think had a great holiday season. obviously, this data confirms spending in the jewelry market rebounded this holiday. it was one of the worst markets a year ago. we think there's really nice opportunity there. and think the higher income consumer is starting to come back in as well. tiffany and coach should benefit there. >> basically, you nid to see spending -- what is the next

catalyst because usually you buy the rumor, sell the news. news on the holiday season better than expected. shouldn't you dump it based on the-up? >> interestingly enough, spending among the higher income consumers is what's happening in the stock market. we see a nice tale of spending going forward. there's usually a six months lag so we started to see the higher income spending coming back. we think it continues into 2010. for both tiffany and coach, this would be the first quarter in over a year either one would put up a positive increase in same-store sales and it's the beginning of the good news. >> what about names going down scale, tj max or ross stores? how do you think they're positioned? >> at citigroup we have an hourglass theory. we think retailers at the up earp end of the spectrum are likely to do well and at the lower end are likely to do well. the consumer mindset is very much about value. the retailers that play into that, tjx, ross, could surprise

to the up side. children's as well. also at the value end of the spectrum. either play the low end with the value oriented retailers or the high end. and in the middle it's going to be a little bit tough because consumers are looking we think to shop at one end or the other. >> all right, thanks so much for your time. we do appreciate it. >> children's play store. >> and you like t.j. maxx? >> i own it. >> i own it, too. >> i own it as well. >> i like it going forward. p/e seems very fairly priced. >> i think you can own gap and old navy. >> joe is curious about the buckle. >> not the buckle! >> you're the one that goes there. >> oh, babe yishtion i go from. >> every gift begins with "k," too? >> yes. love the buckle. up next, the first epic fight was iphone versus blackberry. then came palm pre versus droid now another is brewing.

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welcome back to "fast money." google revealed its nexus one smartphone which uses the must touted android software. some say it could bring down the motorola droid, the same running the same software but our next guest thinks it will get the mojo back. of morgan keegan, tavis mccourt joins us on the fast line. what does motorola have up its sleeve? >> i think in the near term at least two new phones that are going to be launched or announced tomorrow. another one on verizon and their first android phone on at&t. more broadly over the course of the year, probably looking at 10 to 12 additional smartphones in the u.s. market. i think it will be a fast moving market this year and one phone launched by t-mobile on htc in early part of january isn't

going to make or break the year for any vendor. >> is it going to be a catalyst for the stock immediately? once the phone is announced? we've seen a lot of announcements this week and they do nothing for the stock. is the opportunity longer term out? >> yeah, it's hard to know. i think motorola has underperformed over the last month or so, ever since the rumors of the quote/unquote google phone started. so i would hope this putts at least some fears to rest. i think broadly investors are reasonably scared of the smart foen right now based on the competition. at least near term it's probably a pretty dee cent trade. in terms of longer term investors they have to prove it out. >> tavis, i have a concern with verizon itself. nexus one moves into verizon, becomes the name to love. motorola, palm, rimm, not loved so much anymore. >> yeah. again, i think every quarter there's going to be a different one of these phones. i'm not sure nexus one by the time it gets to verizon will be the phone everyone talks about.

probably tomorrow we'll be talking about a different phone. nexus one will be an important phone for t-mobile for the next month or two. as it moves to other carriers, typically exclusive devices don't mean as much when they move to other carriers. i don't expect it to be that big of a seller when it moves to verizon. there will be all kinds of android devices at verizon by the time it gets there including the droid and other motorola devices. >> just real quick, what is wrong and what can be fixed with nokia and research in motion? both can't get out of their own way. is there anything they can do going forward? >> nokia, i guess, they've got to show an improved smartphone trend. but i think it's going to take a little while. they've got some legacy high end handsets that are in decline. so it's somewhat of a sales mix issue where their new devices are doing reasonably well but it takes time for those to offset some of the legacy devices. for rimm, it's a little frustrating because operationally they're just doing fantastic. it is just a perception issue

with investors. so my guess is it's going to take a couple more quarters of good performance before investors give them some credit for being able to manage through the competitive environment. >> all right, always great to speak with you. tavis mccourt of morgan keegan. let's continue with the mobile trade and talk about the proliferation of smartphones out there. with so many that do much, much more will it replace your desktop pc or your laptop or will it even replace your netbook at this point? how much of a danger is that? there's so many coming to market, even android markets, five in the first half of the year alone. >> again, i'm a little skeptical about what lenovo is doing in terms of being able to bridge that gap. >> the device we saw yesterday. >> i think you're mobile with your phone or you have a laptop. i realize we've come together from five devices down to one. but i think it's the end of the line. back to motorola, i think -- we talked about this. it's really about the carriers. i think this is a stock that has

a low bar and just enough to get it higher. eight bucks is your resistance on this. once you break through that, i think these guys get the benefit of multi-carriers because they were held back by sprint. >> pete, would you ditch your desktop pc -- >> i wouldn't. i would not. >> you have a nokia phone as well. >> this phone. he addressed exactly some of the problems. ah, the hell with that. i have to tell you when i look at all this market, though, you see the growth in smartphones and the growth in the netbooks. i think a lot of these still can exist. i think we all want to say what's going to win, what the iphone killer? you don't need a killer. iphone can succeed, so can research in motion and potentially the google phone. depending will you talk about a pc, smart book, netbook, the tablet, all of them serve a different purpose but all of them can survive. now it's just dependent on who makes the best product. >> i don't know. i'm a little bit of a skeptic. i can't see owning one of each. >> maybe your smartphone becomes your primary go-to device.

think about the things you do at hoax. buy movies. >> i do that on the blackberry. >> you got all those you need a man purse, joe. >> i have two. and i only have two hands. >> go to the buckle, pick one up. coming up, "avatar" brat 3d into the mainstream and now it's headed for your living room. the ceo of imax how he adds another dimension to the flat screen. meantime, jon najarian's "avatar" joins us with the stock he thinks is the good buy for the next decade. >> creepy.

all right. want to set in for a trade for the next decade. time for ten for the next ten. tonight's pick from jon najarian, brother of pat, co-founder of monster jobs.com. >> it's not just solar, although it is flexible solar panels. that's a big part of their business, nenr but also fuel cells, both those nickel metal high dried and hydrogen fuel cells.

so it's battery play and solar play. i don't think anybody on the desk thinks five years from now, ten years from now energy will be cheaper. so as whether it's coal fuel or fuels like crude oil and the like to run turbines or to run cars or whatever, homes, we're going to be looking at higher prices. and that means better demand and more, i think, robust demand, real demand, rather than just governments forcing people into some of these green plays. i think it will actually be folks that want to be green because it's going to save them money going forward. that's why i like energy conversion devices, especially here at the level it's at now. >> tim, you're bullish on solar. you've been constructive on trina. i think it's a great company. if you look they're going to double ebitda. revenues are coming in. the pace is alternative. i talked about centrica announced big funding for wind farms.

it's happening. i think you have to have exposure to the space. like jon, i think the next ten years are dominated by higher energy prices that alternative fuels are rising to the top. >> joonl, i think i like you better in the flesh as opposed to in the blue. >> my wife actually liked me better blue. >> really? you have to rethink a little bit. dr. j., always nice to see you. let's move on to today's addition of "pops and drops." the staffing companies, karen? >> if you see unemployment improving then these guys should be better. citigroup was the reasonable for the upgrade and the stock is better. >> drop for verizon, back 3%. >> a pullback. the dividend and also the cost cutting they talked about all pushing it lower. >> all those mattress stops. they were pops. >> 52-week highs. i don't think anyone on this desk follows that space. i don't. what i will suggest potentially maybe it's weather related. nine months from now, baby boom, everyone staying inside.

>> naughty, naughty. >> maybe. just throwing it out. >> pop here for ford continues today. 4%. >> money, cash flow better but the whole space alive. toyota rallied. >> we have a pop for strawberry crabs, yeah. it's a new crab species apparently discovered off the coast of taiwan that closely resembles a strawberry. really does. red shell, small white bumps. researchers at national taiwan ocean university says it in habits the seas around hawaii, polynesia and measures it 1/2 centimeters across. cute bugger. top year for boeing. >> boeing, could this be the end of the turbulence for boeing? unbelievable. six new orders for them. >> turbulence. >> whether they will fill the orders, who knows but they have the ticket. >> pop here for family dollar. up 12%. >> the december sales were up 4%. their net income up 14% and also talked about expanding the folks that actually go to family dollar not just limited to the

$40,000 income and higher, all the way up to $70,000 now coming to family dollar. >> i'm sure you remember how we were so disappointed last month -- >> crushed. >> crushed. we just almost got -- >> they're back. we had to bid farewell toward this bear leaving the u.s. for china but today welcomed a new friend, 5-month-old panda cub. the toddler makes his debut into society at the san diego zoo tomorrow. so we welcome you yun zi, new friend of "fast money." what's not to love about him? >> stuffed animal of choice growing up. up next the moment we've been waiting for the ceo of imax is about to bring 3d into your living room.

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welcome back to "fast money." live at the nasdaq marketsite in times square. first "avatar," now imax in your home. discovery communications, sony and imax announcing 3d tv network. will it be the next hd, a

must-have technology for every living room in america? joining us imax ceo. great to have you with us. >> great to be here. unfortunately john stole my idea of putting on the blue makeup. >> you can still do that if you want to do that. but i do want to ask you in terms of the consumer, the first question, how much is this going to cost? >> you mean in terms of the 3d tv? >> at home, yes. >> it's still up in the air in terms of what the costs are. i think you really see it gain traction around 201 is, although we haven't decided on the exact launch date. >> how do you make money? do you make money per set? do you have an agreement with sony and the tv network p. >> it's still at the letter of intent state. from imax's point of view really in a couple of ways. first of all, the three of us will own the channel equally. so we'll own one third, sony owns one third, discovery owns one third. through the equity ownership. in addition we have proprietary

technology that converts 2d into 3d used on films like "harry potter" and superman. we'll get a fee for that. >> what are you telling investors in terms of impact on tv? >> way too early to say that. i think the bigger thing for imax is we've been in 3d for 25 years. it's been a lonely land for us until recently. our brand has become synonymous with premium 3d and we're really looking for ways to leverage off our brand. we're relatively small company with a way outsized brand. i think this is the first step for us into the in-home market and it's a good step. but it's way too early to look at financial impact. >> we have to talk about "avatar." we all have these 3d glasses with us. in terms of up side to eps, are you going to upgrade your eps? >> we don't give eps forecasts

going forward but i will tell you the film spans two years, 2009 and 2010 and certainly exceeded our expectations thus far. as a matter of fact, yesterday and monday on it it 2% of the screens in north america, we did 24% of the north american box office. it's performing well but it's the movie business. we'll see where it ends up. great to speak with you. thanks for joining us. the ceo of imax here. it was guys "10 for 10" pick but are there buyers here of imax based on what he said? >> i like the stock. it made a 52-week high. it's way above the averages. i like it on a pullback. >> i think it's very gimmicky. i'm not sure who the audience is other than people like me right now. the economic impact is very unchartered and could probably ride my harley-davidson with this. >> who makes tylenol, i think -- >> i can't do it.

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before"final trade," go to our extra to get finerman's exclusive trade on the battle for cadbury. >> alcoa.

>> still like the copper play. >> google. >> pete. >> alchemy. >> that does it for us. tomorrow night 5:00 p.m. eastern for more "fast money" on cnbc. have a great night. right now 1.2 million people are on sprint mobile broadband. 31 are streaming a sales conference from the road. 154 are tracking shipments on a train. 33 are iming on a ferry. and 1300 are secretly checking email on vacation. that's happening now. america's most dependable 3g network.